Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kushtrim? Claim Your ProfileKushtrim Peci is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 2 years of experience in the financial industry. Kushtrim Peci is registered with the Securities and Exchange Commission and has a series 7, series 66 and SIE licenses. Kushtrim Peci is also registered to provide investment advice in 56 states and the District of Columbia. Prior to his current role, Kushtrim Peci worked at NYLIFE Securities LLC. Kushtrim Peci specializes in providing services for individuals, corporations, high net worth individuals, charitable organizations, pension and profit-sharing plans, insurance companies, state or municipal government entities, and banking or thrift institutions.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
DC
01/11/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WASHINGTON DC)
VA
05/15/2021 - 06/28/2021
NYLIFE SECURITIES LLC (VIENNA VA)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kushtrim Peci is the right advisor for you? Invested Better is here to help.
